Great work here, Mike. Tapping into industry leaders is something substack really makes easy, and I applaud you including Conrad's work/ideas.

Let me ask you for your own conclusion: do you think any of these six companies has legit "commercial legs"? I think Runway has been getting the most buzz lately, but I can't really get a sense of whether it will become the dominant paradigm, or even a notable competitor. Any thoughts on this?

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